Arete Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Arete Wealth Advisors’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,530	Closed	-$245K	–	369
2025 Q4	$245K	Buy	3,530 +414	+13%	+$29.3K	0.01%	661
2025 Q3	$221K	Buy	+3,116	New	+$216K	0.01%	698
2023 Q1	–	Sell	-124,331	Closed	-$1.63B	–	666
2022 Q4	$1.63B	Buy	+124,331	New	+$9M	0.14%	129
2014 Q2	–	Sell	-7,210	Closed	-$625K	–	129
2014 Q1	$625K	Buy	+7,210	New	+$612K	0.58%	47

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's BLV Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,530 shares — an estimated $245K sold.

Arete Wealth Advisors first reported a position in BLV in Q1 2014 and held it in 4 quarters. The position peaked at $1.63B in Q4 2022. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Arete Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 3,530 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $245K.
Arete Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2014 and held it in 4 quarters.
Arete Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $1.63B in Q4 2022.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.